+317.7%
SOXL vs IBN
-5.9%
+323.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.9% | +3.4% | +3.7% |
| 7D | +3.9% | -3.0% | +6.9% | +6.3% |
| 30D | -14.3% | -1.5% | -12.8% | -13.6% |
| 3M | -45.6% | +7.9% | -53.5% | -50.2% |
| 6M | +117.2% | +8.6% | +108.6% | +93.7% |
| YTD | +189.8% | -0.6% | +190.4% | +167.4% |
| 1Y | +317.7% | -7.3% | +325.1% | +273.7% |
| All | +317.7% | -5.9% | +323.7% | +273.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IBN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling